See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,991 | $100,754+3.2% | $86,677+20.0% | $134,475-22.7% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -16.09% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,689 | $3,489+5.7% | $2,836+30.1% | $4,740-22.2% |
| Participant deferral / active EE | $6,405 | $5,338+20.0% | $4,656+37.6% | $6,400+0.1% |
| Admin fee / account holder | $1,838 | $10,926-83.2% | $7,493-75.5% | $11,426-83.9% |